The Digital Age and FPM Pt III:
The age of highly intensive, highly embedded computational applications is coming and coming inevitably. As investors, the question is the place of LGPT in all this. And this remains uncertain because it is the future. But some observations:
1. The earlier examples given show that companies like MOT are spending lots of $$ to generate company proprietary solutions to the requirements of the upcoming product requirements. This is a sign of first "real" recognition of a problem and the first answers given by technology leaders - It's news found in newspapers. This is shown in addition by the leading edge nature of the examples previously given. At this stage, IMO, LGPT can make significant software sales to solve particular unique product requirements. Software is ever-increasing in importance as general processor hardware continues its amazing asymptotic approach to infinite speed and zero current. (See for example Ron Wilson ,"Is hardware going soft?", techweb.com Add-on additional external co-processors seems contrary, in general, to me to "smaller" and "less current."
2. The pressures will continue to grow: "better, smaller, cheaper, faster."
3. At some stage a more general solution will be required. This will almost certainly require big heavy weights to bash heads etc. It seems counter intuitive to me to believe that this will be Logpoint's role. By this stage, I would think that if Logpoint technology is the answer, they will have to be bought out by a bigger player. One must always remember, The best technology doesn't always win e.g. Wintel. It requires marketing, money, luck etc.
Just my thoughts.
Mark Nispel
Embedded Software Engineering Manager
btw fyi: Although I have in the past, at present due to trading activities, I have no position at all in LGPT. But one never knows when that could change. |
